Retail | Inventory Reconciliation

This article will guide you step-by-step through the BLAZE reconciliation process:

When to Reconcile Inventory, How to Reconcile Inventory, and Viewing Reconciled Inventory. Navigate to the section you wish to learn more.

Note: When submitting inventory reconciliations a note is required. The character limit is 200. If more than 200 characters are entered the reconciliation submission will not submit to Metrc.

Note: If Metrc is enabled, reconciliations process in real-time to the linked Metrc account, unless Do Not Adjust Metrc is selected.

When to Reconcile Inventory

The inventory count is off
A duplicate PO has been created
An audit has been enforced
When Return to Vendor needs to be canceled/reverted

How to Reconcile Inventory

1. Navigate to the Inventory section on the left-hand side and click on the Inventory Reconciliation tab. Select from the Inventory, Category, and Metrc Adjustment dropdown to reconcile. The products within the chosen Category and Inventory will auto-populate.

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Adjust by Difference: This will adjust the Metrc package based on the "difference" between the current quantity to the actual quantity.
*Intended for purposes if your current inventory does NOT equal your Metrc Inventory. This could be due to transactions not being submitted to Metrc.

Note: The employee in BLAZE needs to have "adjustment" permissions in your Metrc account.

Adjust by Actual Inventory: This will adjust the Metrc package to the "actual inventory" listed in the report. *This is intended to match the Metrc package quantity to BLAZE's actual quantity.

Note: The employee in BLAZE needs to have "adjustment" permissions in your Metrc account.

Do Not Adjust Metrc: This will adjust the amount listed in BLAZE, but will NOT adjust the amount in Metrc.
*Intended for inventory adjustments made in BLAZE that do NOT adjust inventory in Metrc.

3a. If the Reconcile By Batch checkbox is selected, inventory counts for the selected category/products will be grouped by batch.

Note: If the Reconcile By Batch checkbox is left unchecked the reconciliation will NOT affect Metrc.

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3b. If the "Reconcile By Batch" checkbox is NOT selected, all current inventory (within the inventory specified) will display ungrouped.

4. Enter the "Actual Inventory" (per count) to the appropriate field (the Difference column will adjust accordingly). Click the blue "Submit Report" button.

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5. A popup will appear. Select the reason for any differences and click the Submit Report button to finish.

Audit: Regular practice of reconciling

NOTE: The Audit option does not mirror Metrc options and will not Adjust Metrc if used

Damaged: Product loss due to damage
Waste Display: Product loss due to display
Waste Expired: Product loss due to expiration
Waste Return: Damaged/open product returned
Waste Disposal: Product loss due to disposal
Display Sample: Product loss due to display sample
Free Medicinal Cannabis Goods: Product loss due to free medicinal cannabis goods
Incorrect Quantity: Product adjustment due to incorrect quantity
Mandated Destruction: Product loss due to mandated destruction
Oversold: Inventory adjustment to correct oversold inventory
Public Safety Recall: Product loss due to public safety recall
Scale Variance: Product loss due to scale variance
Theft: Product loss due to theft
Undersold: Inventory adjustment to correct undersold inventory
Voluntary Surrender: Product loss due to voluntary surrender
Store Transfer: Transferring between shops
PO Error: Inventory error due to a PO
Samples: Products used as samples
Return to Vendor: Products returned to the vendor
Other: Any other reason that does not fit into the other options above

NOTE: These reasons mirror the options in Metrc.

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View Reconciled Inventory

The option to view completed reports is available via the Reconciliation History page.

1. Navigate to the Inventory section on the left-hand side and click on the Inventory Reconciliation tab, then move to the Reconciliation History page. Select the desired reconciliation.

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2. The details of the selected reconciliation will be shown on the redirected page.

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